Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAU (Gold / US Dollar Spot) | NA | 14.20% | 7.94% | 12.51% | 176.00% | NA | NA | … | … |
Data as of 05/08/2024, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAU (Gold / US Dollar Spot) | 02/26/2013 | 05/08/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.20 | 7.94 | 12.51 | 176.00 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 05/08/2024, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAU (Gold / US Dollar Spot) |
-0.66%
Sep 2020 – Sep 2023 |
6.75%
Feb 2018 – Feb 2023 |
167.10%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAU (Gold / US Dollar Spot) |
2,461.60%
Jan 2015 – Jan 2018 |
631.89%
Apr 2015 – Apr 2020 |
175.73%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart